Filed August 15, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGY Service code 26 1215 4TH AVENUE · SEATTLE, WA 98161 | Advisory (Participants) | $20,860 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP Service code 99 88 BOYD AVENUE · E PROVIDENCE, RI 02914 | Other Fees | $7,746 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMP. Service code 15 · EIN 01-0233346 | Recordkeeping | $324 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,917 | $46,732-38.1% | $156,549-81.5% | $55,167-47.6% |
| Participation rate | 82.9% | 65.8%+17.2pp | 84.0%-1.1pp | 69.0%+14.0pp |
| Annual return | 8.82% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $691 | $2,105-67.2% | $5,501-87.4% | $1,963-64.8% |
| Participant deferral / active EE | $3,354 | $2,204+52.2% | $4,871-31.2% | $3,054+9.8% |
| Admin fee / account holder | $10 | $418-97.7% | $13,027-99.9% | $504-98.1% |